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MSCI
MSCI

Overview Fund Activity

825 hedge funds and large institutions have $36.7B invested in MSCI in 2023 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 303 increasing their positions, 312 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
+17
Holders Change %
+2.1%
% of All Funds
13.15%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
98
Increased
303
Reduced
312
Closed
74
Calls
$193M
Puts
$178M
Net Calls
+$15.2M
Net Calls Change
-$62.7M

Top Buyers

1
Edgewood Management
Edgewood Management
Connecticut
+$632M
2
PAM
PineStone Asset Management
Quebec, Canada
+$173M
3
Principal Financial Group
Principal Financial Group
Iowa
+$146M
4
American Century Companies
American Century Companies
Missouri
+$121M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
+$103M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$105M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$103M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$94.1M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$91.4M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$79M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
451
Buckley Wealth Management
Nevada
$949K +$23.1K +45 +2%
KWA
452
Kingswood Wealth Advisors
California
$931K +$931K +1,814 New
PRC
453
Pearl River Capital
Michigan
$926K +$926K +1,805 New
MFG
454
Merit Financial Group
Georgia
$907K -$31.8K -62 -3%
LNWWM
455
Laird Norton Wetherby Wealth Management
California
$900K +$15.9K +31 +2%
VI
456
Vestcor Inc
New Brunswick, Canada
$880K -$92.8K -181 -10%
AIMCA
457
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$872K – – –
GC
458
Guggenheim Capital
Illinois
$870K -$742K -1,446 -46%
KeyBank National Association
459
KeyBank National Association
Ohio
$867K +$175K +342 +25%
William Blair & Company
460
William Blair & Company
Illinois
$866K +$7.7K +15 +0.9%
RCM
461
RB Capital Management
Nevada
$858K -$4.1K -8 -0.5%
ASN
462
Advisory Services Network
Georgia
$850K +$513 +1 +0.1%
BP
463
Ballentine Partners
Massachusetts
$840K +$9.75K +19 +1%
WMA
464
Wealth Management Associates
New Jersey
$838K +$67.2K +131 +9%
CI
465
Capital International
California
$835K – – –
PA
466
Paragon Advisors
Texas
$834K +$115K +225 +16%
LTAS
467
Linden Thomas Advisory Services
North Carolina
$832K +$832K +1,621 New
BPA
468
Beacon Pointe Advisors
California
$827K +$334K +650 +68%
Carson Wealth (CWM LLC)
469
Carson Wealth (CWM LLC)
Nebraska
$827K +$49.3K +96 +6%
Capstone Investment Advisors
470
Capstone Investment Advisors
New York
$811K +$689K +1,343 +567%
DT
471
Diversified Trust
Tennessee
$810K -$5.64K -11 -0.7%
PWM
472
Palumbo Wealth Management
New York
$808K +$242K +472 +43%
FLPIM
473
F.L. Putnam Investment Management
Massachusetts
$781K -$1.87M -3,639 -70%
GCM
474
Graham Capital Management
Connecticut
$770K +$430K +838 +127%
DC
475
Dantai Capital
Hong Kong
$770K +$770K +1,500 New
17 18
19
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